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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,765 | $106,524-80.5% | $152,301-86.4% | $87,485-76.3% |
| Participation rate | 87.8% | 75.8%+12.1pp | 82.4%+5.4pp | 68.9%+18.9pp |
| Annual return | 13.08% | 26.89%-13.8pp | 80.50%-67.4pp | 26.06%-13.0pp |
| Employer contribution / active EE | $1,107 | $3,371-67.2% | $4,624-76.1% | $2,596-57.4% |
| Participant deferral / active EE | $2,799 | $6,525-57.1% | $8,004-65.0% | $4,274-34.5% |
| Admin fee / account holder | $2,555 | $8,287-69.2% | $14,398-82.3% | $7,775-67.1% |